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Linedata Dan Burstein

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Linedata reinforces portfolio management tools

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Linedata has released the latest version of Linedata Longview for Asset Managers, which offers an integrated approach to portfolio management, trading and compliance.

This release provides substantial enhancements to streamline the workflows for portfolio managers and improve their operational efficiencies.
 
Demands on institutional asset managers continue to increase due to more complex asset classes and investment strategies amid growing investor expectations. In order to expand their business into these new products and markets, the investment decision process will give managers the competitive advantage they need to pursue these growth opportunities. Seeking to drive operational efficiencies, technology remains a key element in allowing institutional managers to differentiate and stay competitive by enabling them to meet these changing client demands, while addressing the resulting regulatory requirements.
 
Linedata Longview for Asset Managers now offers more sophisticated modelling enhancements and order generation tools to simplify the decision making process and streamline workflows for portfolio managers. Impact analysis tools now enable the portfolio manager to determine the effect an investment decision will have on the market before sending for execution. New generic workflows for fixed income allows portfolio managers and traders to quickly make decisions to find best execution on a defined range of securities, while the system automates the matching process.
 
The comprehensive platform utilises market value, NAV, exposure and delta-adjusted exposure to generate orders that are aligned with investment decisions. Further, portfolio managers now benefit from the security switch functionality which takes order generation to a new level through the ability to see both buys and sells in one view, across multiple accounts and asset classes.
 
“As the industry enters the next phase of the growth cycle and managers look to expand their business into new products and geographies, we expect to see much more focus on front office platforms and operations,” says Dan Burstein (pictured), COO of Front and Middle Office Asset Management at Linedata. “Working closely in partnership with our clients allows us to focus on them to fully understand, prioritise and provide solutions to meet their current, short term and long term needs. Embracing this strong partnership approach gives our clients the competitive edge they need to successfully chase the growth opportunities for their business.”
 
Linedata Longview offers a full front and middle office solution to meet the needs of institutional, wealth and alternative firms. The offering is fully multi-currency, multi-asset and is flexible enough to be deployed at some of the largest and most complex institutions in the world as well as smaller firms. It offers the flexibility and scalability to grow with your business and is offered in both a hosted or deployed environment.
 

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